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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
Branch Locations
909 Wrights Summit Pkwy Ste 110, Fort Wright, KY 41011 • United States
470 Columbia Dr Ste B-101, West Palm Beach, FL 33409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ledakis Dds | West Palm Beach | FL | 10/2005 | 08/2020 |
| Sherrie Crossen Dds | Delray Beach | FL | 10/2005 | Present |
| Lighthouse Dental | Tequesta | FL | 08/2020 | 07/2021 |
| Vargas Dds | Palm Beach Gardens | FL | 09/2020 | 03/2021 |
| Palm Springs Family Denistry | Palm Springs | FL | 12/2021 | Present |
| Primerica Financial Services | West Palm Beach | FL | 02/2021 | Present |
| Pfs Investments Inc. | West Palm Beach | FL | 05/2022 | Present |
| Palm Beach State College | Lake Worth | FL | 10/2022 | Present |
| Lakeview Dental | Royal Palm Beach | FL | 10/2023 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Trucktrans LLC, not investment related, Partner (office management), 06/2015 to Present, Palm Springs, FL 33461, devoted 40 hours per month (20 hours during securities trading hours), trucking/logistics/hauling.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-21 |
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